Atlantic Private Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 87,684 shares of IBTJ stock, worth $1.87 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
87,684
Previous 88,346 0.75%
Holding current value
$1.87 Million
Previous $1.89 Million 2.7%
% of portfolio
1.48%
Previous 1.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$21.22 - $22.22 $14,047 - $14,709
-662 Reduced 0.75%
87,684 $1.94 Million
Q2 2024

Aug 12, 2024
BUY
$21.0 - $21.44 $13,839 - $14,128
659 Added 0.75%
88,346 $1.89 Million
Q1 2024

May 13, 2024
BUY
$21.33 - $21.86 $411,796 - $422,029
19,306 Added 28.23%
87,687 $1.89 Million
Q4 2023

Feb 09, 2024
BUY
$20.61 - $21.84 $1.41 Million - $1.49 Million
68,381 New
68,381 $1.49 Million

Others Institutions Holding IBTJ

# of Institutions
136
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email